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BALFX vs MTRRX
BALFX vs MTRRX Comparison
Open Charts BALFX vs MTRRX
American Funds American Balanced F1
Price$37.17
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets253.86B
MFS Total Return R2
Price$20.04
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets7.73B
BALFX vs MTRRX Comparison Chart in %
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BALFX vs. MTRRX commentary
Jul 26, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALFX is a Buy and MTRRX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 254B vs. MTRRX (7.73B). MTRRX pays higher dividends than BALFX: MTRRX (2.06) vs BALFX (1.81). BALFX was incepted earlier than MTRRX: BALFX (24 years) vs MTRRX (22 years). MTRRX (0.97) is less costly to investors than BALFX (0.61). MTRRX is a more actively managed with annual turnover of: 53.00 vs. BALFX (44.00). MTRRX has a lower initial minimum investment than BALFX: MTRRX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 10.22 vs. MTRRX (2.24). BALFX return over 5 years is better than : 39.48 vs. MTRRX (11.23).
| BALFX | MTRRX | BALFX / MTRRX | |
| Total Expense Ratio | 0.61 | 0.97 | 63% |
| Annual Report Gross Expense Ratio | 0.61 | 0.97 | 63% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 9.013 | 6.469 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 7.73B | 3,286% |
| Annual Yield % from dividends | 1.81 | 2.06 | 88% |
| Returns for 1 year | 10.22 | 2.24 | 456% |
| Returns for 3 years | 34.66 | 11.44 | 303% |
| Returns for 5 years | 39.48 | 11.23 | 352% |
| Returns for 10 years | 64.97 | 30.48 | 213% |
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